Segment Lead, Client Solutions (Financial Services)

The Head of Financial Planning and Analysis (FP&A) will report to the Chief Financial Officer (CFO), and will be responsible for managing the forecasting, financial planning, and analysis processes for GLG’s Financial Services, G&A, and corporate business segments. This executive will be a strategic and data-driven finance leader that will establish FP&A as an analytical think-tank that can be effectively leveraged by all parts of the organization. They will foster an entrepreneurial spirit, lead an established team and recruiting top talent, to manage the day-to-day revenue metrics, financial reporting, corporate division budgets, project management, and external reporting requirements.  

The successful Candidate has proven experience in a complex business at scale. The individual is a dynamic, rigorous, collaborative executive who works well as part of a team and has the executive courage to make difficult recommendations and / or decisions. They possess superior finance stewardship skills, a business partner mindset, authentic leadership, and impactful communication and influencing skills.  

KEY RESPONSIBILITIES

• Oversee and manage monthly forecasting process, annual planning process, long-range strategic planning process and modeling, quarterly filings, and lender deliverables; provide strategic guidance and financial counsel to Executive Leadership Team.
• Establish Financial Planning & Analysis (FP&A) as a ‘Center of Analytical Excellence’ to be shared with functional leaders across the organization.
• Create and monitor Key Performance Indicators (KPIs), highlighting trends and analyzing causes of variance, including all areas of revenue, cost of sales, expenses, operating metrics, and capital expenditures.
• Prepare a reporting package that includes full financial statements, comprehensive KPI reporting, operational dashboard reporting, analysis of key business trends, actual versus budget variances, and comprehensive executive level explanations of differences.
• Develop and prepare annual budget, managing forecasts for revenue, expenses, and headcount. Manage capital allocation, cash flow forecasting and all lender deliverables.
• Improve operating teams' understanding of financial statements and budget adherence with thoughtful and transparent analysis.
• Successfully manage, develop, and motivate the organization to collaborate with cross functional operating teams and provide fact-based recommendations that improve profitability, operating efficiency and effectiveness.
• Build, manage and lead the evolution of the organization, drive top performance and developing the key objectives and projections, both short-term and long- term.
• Provide transformational and inspirational leadership and guidance across the organization and set clear direction, aligning people and resources accordingly.
• Promote and drive best practice, adoption of new techniques, tools, and methodologies, and ensure management reporting yield business insights to drive recommendations and results against strategic objectives.
• Demonstrate a thorough knowledge of investment analysis and be able to play a key role in any associated M&A / Corporate Development activities.
• In partnership with others, continue to lead a significant transformation of GLG, redesigning processes for the finance organization, modernizing the finance organization, and helping to build a financial infrastructure for the business that can support future growth.  

Our Client Solutions Associates are front-line client service professionals and the engine of GLG. They work closely with our clients in the professional services firm industries on the critical decisions they make every day. These custom learning solutions include phone consultations and one-on-one meetings, as well as surveys, reports, and site tours with leading experts and C-suite executives. 

Client Solutions Associates work in teams across industries, connecting our clients to the insight they need from leading doctors, academics, scientists, policy specialists, strategists, executives and other experts with years of on-the-ground experience. Client Solutions Associates themselves also develop into subject matter experts across industries and topics via their client service role.  

In this role, you will undergo comprehensive training of which some of the key initial responsibilities include:  

• Expanding GLG Experts and learning to effectively and clearly explain GLG’s value proposition and business model to leading industry thought leaders;  

• Engaging Experts on a daily basis to understand their capabilities and knowledge on specific client requests;  

• Supporting senior team members on all aspects of client engagements; and Learning our compliance policies and procedures to protect the integrity of client engagements.  

The Enterprise Account Executive is a key client-facing role on GLG’s Corporate Sales team based in New York, San Francisco, or Austin that plays a vital part in GLG's relationships with leading payments, fintechs and information services companies in the Americas. The Enterprise Account Executive engages and manages client relationships, helping them fully realise the value of GLG’s platform. They will have responsibility to develop both large and mid-sized firms, collaborating with a team of Client Solutions professionals to bring new project ideas to clients. At GLG you will have both the opportunity to progress quickly and to also work in a collaborative environment.

Specific responsibilities include (but are not limited to):

• Directly engage and build relationships across all seniority levels within the client in order to articulate GLG’s brand and tailor our value proposition
• Collaborate with GLG’s services teams to retain and grow existing client relationships
• Identify growth opportunities, build and execute account plans and realise objectives by helping to lead and prioritise GLG’s client service teams
• Collaborate with colleagues – sales, marketing, legal, research, finance, technology – to solve complex business issues and successfully bring these to market
• Work alongside senior sales managers in negotiating enterprise level deals for existing clients and new business
• Expanding penetration of existing clients and monetisation of work as well as new client acquisition and adoption of new products and systems
• Manage existing relationships, drive engagement and product adoption and, in time, build a new business pipeline in the Americas Corporate Markets segment

An ideal candidate will have the following:

The Enterprise Account Executive is a key client-facing role on GLG’s Corporate Sales team based in New York, San Francisco, or Austin that plays a vital part in GLG's relationships with leading payments, fintechs and information services companies in the Americas. The Enterprise Account Executive engages and manages client relationships, helping them fully realise the value of GLG’s platform. They will have responsibility to develop both large and mid-sized firms, collaborating with a team of Client Solutions professionals to bring new project ideas to clients. At GLG you will have both the opportunity to progress quickly and to also work in a collaborative environment.

Specific responsibilities include (but are not limited to):

• Directly engage and build relationships across all seniority levels within the client in order to articulate GLG’s brand and tailor our value proposition
• Collaborate with GLG’s services teams to retain and grow existing client relationships
• Identify growth opportunities, build and execute account plans and realise objectives by helping to lead and prioritise GLG’s client service teams
• Collaborate with colleagues – sales, marketing, legal, research, finance, technology – to solve complex business issues and successfully bring these to market
• Work alongside senior sales managers in negotiating enterprise level deals for existing clients and new business
• Expanding penetration of existing clients and monetisation of work as well as new client acquisition and adoption of new products and systems
• Manage existing relationships, drive engagement and product adoption and, in time, build a new business pipeline in the Americas Corporate Markets segment

An ideal candidate will have the following:

The Enterprise Account Executive is a key client-facing role on GLG’s Corporate Sales team based in New York, San Francisco, or Austin that plays a vital part in GLG's relationships with leading payments, fintechs and information services companies in the Americas. The Enterprise Account Executive engages and manages client relationships, helping them fully realise the value of GLG’s platform. They will have responsibility to develop both large and mid-sized firms, collaborating with a team of Client Solutions professionals to bring new project ideas to clients. At GLG you will have both the opportunity to progress quickly and to also work in a collaborative environment.

Specific responsibilities include (but are not limited to):

• Directly engage and build relationships across all seniority levels within the client in order to articulate GLG’s brand and tailor our value proposition
• Collaborate with GLG’s services teams to retain and grow existing client relationships
• Identify growth opportunities, build and execute account plans and realise objectives by helping to lead and prioritise GLG’s client service teams
• Collaborate with colleagues – sales, marketing, legal, research, finance, technology – to solve complex business issues and successfully bring these to market
• Work alongside senior sales managers in negotiating enterprise level deals for existing clients and new business
• Expanding penetration of existing clients and monetisation of work as well as new client acquisition and adoption of new products and systems
• Manage existing relationships, drive engagement and product adoption and, in time, build a new business pipeline in the Americas Corporate Markets segment

An ideal candidate will have the following:

The Senior Compliance Manager will be part of our Americas Compliance team and will work closely with colleagues across the United States and globally. This individual will develop subject-matter expertise on GLG and client compliance requirements and will serve as a key point of contact for complex questions from client- and expert-facing teams, clients, and internal stakeholders.

In this senior, client-facing capacity, the individual will independently handle client interactions, propose and drive solutions to sophisticated compliance issues, and cultivate strong, trust-based relationships with clients and business partners as they navigate client adoption of GLG’s evolving suite of offerings. The Senior Compliance Manager will also play an important role in developing policies, best practices, and internal workflows while helping shape and execute group-level target outcomes.

This role includes leadership responsibilities across regional and global initiatives, including identifying workflow gaps, surfacing and mitigating potential risks, and taking ownership of specific components of global projects.

Key Responsibilities

·       Handle client calls independently, including complex inquiries

·       Build and maintain strong relationships with clients and key business stakeholders

·       Propose and execute solutions for complex client or operational issues

·       Identify workflow gaps, business needs, and potential risk areas

·       Contribute to the development of policies, processes, and best practices

·       Lead regional projects and own components of global initiatives

·       Support the development and achievement of group-level OKRs

 

The Ideal Candidate Will Have

·       Graduate or post-graduate degree with 8+ years of relevant experience (legal/compliance, securities/financial services, and/or client-facing roles preferred).

·       Strong ability to manage complex, multi-stakeholder issues and deliver practical solutions with minimal supervision.

·       Excellent client-facing, communication, and relationship-building skills.

·       Strong judgment, analytical skills, and attention to detail, especially in assessing nuanced compliance questions.

·       Proven ability to prioritize and manage multiple deadlines in a fast-paced environment.

·       Proficient in MS Office (Outlook, Word, Excel).

·       Highly reliable, professional, composed, and able to maintain strict confidentiality.

·       Proactive, self-motivated, and effective working independently or with global teams.

·       Strong writing skills and ability to communicate complex concepts clearly.

What We Offer: